All DAF Forms
These are all of the Division of Administration and Finance's currently published forms and procedures. Other divisions publish documents not listed here. DAF also maintains campus Administrative Guidelines, which may be of interest.
Human Resources Management Forms
| Staff Human Resources | Issue Date |  |
 |
 |
|---|---|---|---|---|
| Certification of Health Care Provider - Employee | Maintained by the U.S. Department of Labor |  |
||
| Certification of Health Care Provider - Family Member | Maintained by the U.S. Department of Labor | |
||
| Confidential Data Sheet | |
|||
| Employee Planning and Performance Goal Setting Sheet [ Information ] | 2010-10 |  |
||
| Employee Planning and Performance Review Form [ Information ] | 2010-10 | |
|
|
| Employee Professional Learning & Development Plan [ Instructions ] |
2008-05-28 | |
||
| Employee's Choice of Physician | |
|||
| Family Medical Leave Form | 2009-01 | |
||
| Employment Application (Emergency / Intermittent / Casual Worker Applicants Only) |
2008-11-18 | |
|
|
| Fee Waiver: Dependent Registration Form [ Instructions ] | 2008-11-18 | |
|
|
| Fee Waiver: Request for Registration Form | 2010-10 | |
|
|
| In Range Progression Form | 2011-10 | |
||
| Management Personnel Performance Evaluation Form | 2010-09-08 | |
|
|
| Personnel Transaction Form [ Instructions ] | 2011-02 |  |
||
| Position Description Form | 2008-01-08 | |
|
|
| Professional Development Grant Program [ Instructions ] | 2008-09-04 | |
||
| Request for Exception to 2010 - 2011 Hiring Freeze | 2010-08-31 | |
|
|
| Staff Leave of Absence Request [ Instructions ] | 2011-03 | |
||
| Unit 4 Merit Bonus Pay Program - Recommendation Form [ Instructions ] | 2010-10 | |
||
| Unit 4 Performance Evaluation and Goal Setting Sheet | 2009-06 | |
| Volunteer Assignment Forms | Issue Date | |
|
|
|---|---|---|---|---|
| I.D. Card Application | |
|||
| Volunteer Assignment Form [ Information ] | 2005-03-22 | |
|
Benefits
- Forms
- Related Information
Benefits
- CalPERS, Affidavit of Parent-Child Relationship 2010-02-04
- CalPERS, Affidavit of Marriage 2010-02-04
- CalPERS, Beneficiary Designation Form 2010-02-04
- CalPERS Declaration of Health Coverage 2010-02-04
- CalPERS Disabled Dependent Benefit – Medical Report 2010-02-04
- CalPERS Disabled Dependent Benefit – Questionnaire 2010-02-04
- CalPERS Health Benefit Plan Enrollment Form [ Instructions ] 2010-02-04
- Dental Claim Form 2010-02-04
- Dental Enrollment Authorization 2010-02-04
- Dependent Care/Health Care Reimbursement Account Plans Claim Form 2010-09-13
- Dependent Care/Health Care Reimbursement Account Plans Enrollment Form 2010-09-13
- Domestic Partner Dependent Certification 2010-02-04
- FlexCash Program Enrollment Authorization Form 2010-02-04
- Health Benefits Enrollment Worksheet 2010-09-13
- The Standard Life Insurance – Basic Life and AD&D forms 2010-02-04
- The Standard Life Insurance – Voluntary Life Insurance forms 2010-02-04
- The Standard Life Insurance – Long Term Disability Insurance forms 2010-02-04
- VSP Out-of-Network Reimbursement Claim Form 2010-02-04
Retirement
- CalPERS, Disability Retirement – Guide for Completing Application 2010-06-08
- CalPERS, Disability Retirement – Application 2010-04-01
- CalPERS Refund Election Form 2010-04-01
- CalPERS Requesting Additional Retirement Service Credit Form 2010-04-01
- CalPERS Service Credit Cost Estimate Application / Instructions 2010-04-01
- CalPERS Service Retirement Application [ Instructions ] 2010-04-01
- CalPERS Special Power of Attorney Form 2010-04-01
- Savings Plus Program – Enrollment Agreement 2010-04-01
- TSA Maximum Contribution Allowance Form 2010-04-01
- VSP Retiree Vision Enrollment Form 2010-04-01
| Payroll | Issue Date | |
|
|
|---|---|---|---|---|
| Absence & Additional Time Worked [ Instructions ] | 2011-01 | |
||
| Absences Without Pay Form | 2010-12 | |
||
| Additional Pay Voucher | 2010-10 | |
||
| Alternate Work Schedule Form | 2010-05-20 | |
||
| Clearance Certificate | 2010-08-03 | |
||
| Direct Deposit | 2009-03-23 | |||
| Employee Action Request | 2009-03-23 | |
||
| Employment Eligibility Verification (Form I-9) | 2009-02-02 | |
||
| Fringe Benefit Certification | 2008-07-31 | |
|
|
| Hourly Employee Time Voucher | 2011-01 | |
||
| Independent Contractor Pre-Hire Worksheet Authorization | 2011-06 | |
||
| Immediate Pay Voucher | 2010-10 | |
||
| Information Sign-in Sheet [ Instructions ] | 2010-07-22 | |
||
| Request for Nondisclosure of Employee Home Address | 2000-11-12 | |
||
| Salaried / Hourly Adjustment Form [ Instructions ] | 2010-10 | |
| Payroll - Students | Issue Date | |
|
|
|---|---|---|---|---|
| Student Adjustment Form [ Instructions ] | 2011-07 | |
||
| Student Employment Payroll Transaction Form (SEPTF) [ Instructions ] | 2011-07 | |
||
| Student Performance Report [ Instructions ] | 2010-10 | |
||
| Student Voucher - Blank [ Instructions ] | 2007-05-07 | |
Financial Management Resources Forms
Bursar's Office
Students
- Refund of Fees Application
- Short Term Loan Application for Registration Fees
- Request for Special Circumstances Refund [ Instructions ]
- Statement of Privileges and Responsibilities
Cashiers
Miscellaneous
Controller's Office
Accounts Payable
- Administrative Payment Request Form – For Financial Management Use
- Direct Payment
Financial Reporting
- Chartfield and Trust Fund Request Form
- Signature Authorization For Financial & Human Resources Transactions
General Accounting
- FIS Adjustment Request Form
- Petty Cash Change Fund Custody
- Petty Cash Change Fund Custodian Authorization
- Petty Cash Disbursement Voucher
Travel
- Authorization to Use Privately Owned Vehicle on State Business
- Business Mileage log - Privately Owned Vehicle
- Business Mileage log - Vehicle provided by a third party
- Employee Reimbursement Direct Deposit [ Instructions ]
- Hotel / Motel Transient Occupancy Taxwaiver
- Mileage Chart
- Request for Travel Form
- Travel Card Application [ Instructions ]
- Travel Cost Comparison (Effective: 2011-07)
- Travel Expense Claim [ Instructions ]
- Using Giselle's Travel [ Instructions ]
Support Services
Departmental Copier Program
- Black and White Copier Report [ Instructions ]
- Color Copier Report [ Instructions ]
- Copier Supply Order
- Copy Machine Request
- Non Program Paper Order
- Password Request
Mail Services
- Incorrectly Addressed Mail Piece Memo
- Mailer Specifications — Mailer specifications for use of Permit Imprint Mail
Print Shop
Property Management
Loan of Property
- Department Property Check-Out Log (formerly Departmental Equipment Check-Out Log)
- Off Campus Loan Form (formerly Custody form)
Disposition of Property
- Contact us to survey Non-Inventory Property
- Property Survey/Transfer Request Form
- Media Sanitization Certificate
Confirmation of Physical Inventory
Purchasing and Financial Services
- Forms
- Related Information
Non-Resident Alien Tax
Office Max
Procurement Card
Purchasing
- Change Request [ Instructions ]
- Emergency Purchase Authorization
- EZ Requisition and Continuation [ Instructions ]
- Sole Source / Sole Brand [ Instructions ]
Vendors
Information Technology Services
- Forms
- Procedures
- Control-M Job Definition Single Request Form
- Control-M Job Definition Multi Request Form
- Employee Label / List Request Form [ Instructions ] (HR form)
- Network Services - Computer Account Application
- Network Services - Remote Access Request
- Network Services - LDAP Service Account Request Form
- Telecommunications - Project Form
- Telecommunications - Workorder Form
- Telecommunications - Workorder Form [ Instructions ]
Physical Planning and Facilities Management
Environmental Health and Safety
- Forms
- Procedures
Environmental / Occupational Health & Safety
Medical Monitoring Program
- Bloodborne Pathogens - Post Exposure Declination Form
- Occupational Questionnaire for Personnel Assigned to Laboratory Animal Facilities
- Medical Examination Appointment Letter (SRMIS 001)
- Authorization to Release Medical Information (SRMIS 002)
- Authorization to Release Previous Medical Information (SRMIS 003)
- Health Status Medical Report (SRMIS 004)
- Employee Medical Examination Findings (SRMIS 005)
- Provider Examination Requests (SRMIS 006)
- Exit Examination Employee Declination (SRMIS 007)
Facilities Managment
- Gas Cart Six Month Service
- Electric Cart Six Month Service
- Trip / Daily Operator Checklist
- 4,000 Mile / 6 Month Vehicle Safety Inspection
- 12,000 Mile / Annual Vehicle Safety Inspection
- Monthly Maintenance Check for Gas and Electric Carts
- Monthly Maintenance Check
If you have trouble accessing any of these documents, please contact the office whose form it is. For DAF office hours, locations and phone numbers, start here.